Individualized Training: $125 per hour

Boost your understanding of QuickBooks with Individualized trainings

Personalized training when you want it, how you want it, and at a pace adjusted to your learning style.  We help you take control of your database by setting it up specifically to reflect your business and personal finances.  With this setup you have the power to generate useful reports, monitor your customers’ consumer trends, track profit and loss, and use the information to strategize ways to improve your bottom line.

Some of the most common topics include but are not limited to:

• Setting up QuickBooks to track your Personal Finances

• Accounts Receivable and the relationship to the Customer Database

• Accounts payable – entering and paying bills

• Reports – how to use them to understand your business and equip your various consultants - financial planner, CPA & attorney – with accurate assessments of your activity.

• Payroll – Using either QuickBooks or a payroll service: how to set up payroll, how to read the reports, and what reports to prepare on monthly, quarterly and annual basis.